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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,146 | $70,366-98.4% | $66,674-98.3% | $138,895-99.2% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | 21.63% | 386.41%-364.8pp | 321.24%-299.6pp | 145.39%-123.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $757 | $4,374-82.7% | $4,084-81.5% | $6,396-88.2% |
| Admin fee / account holder | $534 | $5,262-89.9% | $5,098-89.5% | $12,562-95.7% |